Platform & Solutions
The Operating System for Modern Advice
Advice is not one tool. It is an interconnected system.
Custody.
Portfolio construction.
Compliance.
Trading.
Reporting.
Client communication.
When these components operate in silos, complexity increases. When they operate as one system, advice scales.
Agora unifies them.
Custody & Account Infrastructure
Modern account hosting built for efficiency and portability.
Consolidated intermediary architecture
Fully digitized onboarding and documentation
Automated KYC workflows and intelligent document assembly
Integrated fee management and reporting
Low minimum account sizes.
Scalable infrastructure.
Integrated regulatory support.
Portfolio & Investment Infrastructure
Institutional-grade tools built for scalable portfolio management.
Integrated asset management framework
Automated rebalancing
Risk-aligned portfolio structures
KYP reporting and peer comparisons
Centralized trade execution and settlement
Portfolio construction and execution operate within the same governed system — not across disconnected vendors.
Compliance-Aware Workflows
Governance embedded by design.
Exception-based monitoring
Automated documentation trails
Escalation logic and audit visibility
Integrated regulatory questionnaires
Compliance is not layered on.
It is integrated into daily operations.
Open Architecture & API Connectivity
Designed to integrate with your chosen software tools.
Flexible API framework
Configurable workflows
Interoperability with external platforms
The system adapts to your operating model — not the other way around.
Built to Improve Competitiveness
End-to-end digitization reduces operational drag and improves unit economics — enabling advisors and dealers to serve more households profitably.
The platform is not a collection of tools.
It is infrastructure.
Insights
Thought Leadership for the Advice Profession
Explore perspectives on advisor economics, custody evolution, regulatory change, and the future of scalable, trusted advice.